@DianeC958wrote:For Box 7 use Code 8According tohttps://www.irs.gov/pub/irs-pdf/p525.pdfon page 10, it looks like code 8 and code B will be in box 7:If the dist...
In reading what@DianeC958entered, she is not saying that you enter it as income. Since it was a Roth 401(k), you were already taxed, whether you over contribute...
I found another article that claims we should create a 1099-R in the current tax year:https://ttlc.intuit.com/community/retirement/discussion/reporting-excess-r...
When I go to the link above I get a 'Turbo Tax support has moved' error. Do you know where the article is in the new Turbo Tax support?Also, I've noticed on Tur...